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Re: CL101 post# 8662

Friday, 06/16/2017 2:04:56 PM

Friday, June 16, 2017 2:04:56 PM

Post# of 41257
Good points on the synergy between the tech and Zimmer:
When Zimmer buys AMDA (unless a under the radar Japanese medical company comes in and quickly puts in a winning bid , which they have been known to do) the AMDA tech will transform Zimmer.
I will likely go long Zimmer, at that point, if that is the result.....

Agree with you also on the points that AMDA does not have the capability from a size and managerial capacity point of view to compete against the big boys in the sector... I see Sonny as being good as a knowledgable orthopaedic surgeon , and methodical planner, but not ready to lead a multi billion dollar high growth company.... At this point I would be happiest with a solid partnership or buy out where new strategic management takes over.... Zimmer would be a good candidate IMO...
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